Exited position

Daniel Loeb’s Salesforce (CRM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2017Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares3.00MHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Third Point LLC first reported Salesforce in Q1 2017. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q2 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2023
Sold the entire position−800.00K shares · No shares reported at quarter-end
Q1 2023
New position+800.00K shares · 800.00K shares reported
Filing context

Quarter-end price $199.78 · Estimated holding basis $199.78

Q1 2021
Sold the entire position−900.00K shares · No shares reported at quarter-end
Q4 2020
Sold 36.8% of the position−525.00K shares · 900.00K shares remained
Filing context

Quarter-end price $222.53 · Estimated holding basis $162.64

Q2 2020
Sold 6.6% of the position−100.00K shares · 1.43M shares remained
Filing context

Quarter-end price $187.33 · Estimated holding basis $162.64

Q1 2020
Sold 30.7% of the position−675.00K shares · 1.53M shares remained
Filing context

Quarter-end price $143.98 · Estimated holding basis $162.64

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Salesforce in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight2.6%Q1 2023
Last reported rank#11of 46 reported positions
Peak portfolio weight4.1%Q4 2019
Best historical rank#6Q4 2019
At peak importanceQ4 2019
CRM
4.1%
Largest holding
16.8%
Cross-investor discovery

Who else owns Salesforce?

Also reported by 2 other tracked investors in their latest verified filings.

Chuck AkreAkre Capital Management
CRM2.2% of reported portfolio
Joel GreenblattGotham Asset Management
CRM0.1% of reported portfolio
Explore Salesforce across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$237.922026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Salesforce stock page →

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.